Finance Director

Overview

The organization is seeking a Finance Director to lead business unit financial planning, forecasting, and management reporting in support of strategic and operational objectives. This role designs and administers scalable, repeatable budgeting and forecasting cycles, delivers actionable financial insights, and enables data-driven decision-making across the organization. Functionally, the Finance Director serves as a finance business partner to the GM and functional leaders of the business unit.

Operating in an AI-first environment, this Director leverages advanced analytics, automation tools, and AI-enabled forecasting and reporting solutions to enhance accuracy, efficiency, and business insight. Responsibilities include translating financial and operational performance into forward-looking recommendations that support accountability, growth, and disciplined resource allocation within a SaaS operating model.

Responsibilities

• Lead the annual operating plan process and quarterly reforecast cycles by establishing timelines, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board.
• Develop and maintain monthly and quarterly financial projections, including revenue, expense, cash flow, and headcount forecasts.
• Administer enterprise financial reporting processes by preparing management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis.
• Analyze financial and operational data to identify trends, performance gaps, and root causes; present findings with clear recommendations to functional leaders.
• Design, document, and continuously improve scalable FP&A processes, systems, and controls to support a growing SaaS organization.
• Partner with Sales and Sales Operations to analyze bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics for strategic planning and compensation alignment.
• Support internal and external financial reporting requirements by coordinating with Accounting to ensure alignment between forecasts, actuals, and US GAAP reporting.
• Develop and maintain financial models to evaluate strategic initiatives, including pricing changes, cost optimization, and investment scenarios.
• Support mergers and acquisitions activities by conducting financial modeling, scenario analysis, due diligence support, and post-acquisition integration of financial and operational metrics.
• Provide ad hoc analysis to executive leadership to evaluate risks, opportunities, and resource allocation decisions.
• Present financial results and forward-looking projections to executive stakeholders, explaining key drivers, risks, and recommended actions.

Requirements

• Demonstrated experience in Business Unit FP&A or related financial planning roles within a SaaS or recurring revenue environment.
• Strong proficiency in financial modeling, forecasting, and variance analysis, including advanced Excel skills and executive-ready presentation development.
• Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals.
• Experience preparing management and Board-level reporting packages.
• Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to translate financial results into business insights.

Preferred Qualifications

• 8+ years of progressive FP&A experience.
• Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics.
• Experience supporting M&A transactions, including financial modeling and post-acquisition integration.
• Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, LTV, and revenue recognition principles.
• Experience with enterprise planning systems (e.g., Adaptive, Anaplan, or similar) and BI/reporting tools.
• CPA, CFA, MBA, or similar advanced credential.

Compensation & Benefits

• US Salary: $147,170 - $195,000 with 15% annual bonus
• Benefits package includes:
  • Comprehensive medical, dental, and vision insurance with employer-subsidized premiums
  • Unlimited Flexible Time Off (FTO)
  • Paid holidays
  • Dedicated time off to volunteer
  • 401(k) plan with a 3% company match for eligible regular and part-time employees

Compensation and benefits for this U.S. role apply to regular full-time and part-time employees scheduled to work 30 or more hours a week. Pay reflects location, skills, experience, and education, and is one part of total rewards, which may include bonuses, incentives, and equity.

Location

United States (U.S. role).

This position is unable to consider candidates who require current or future sponsorship for employment authorization.

Equal Opportunity & Accommodations

The organization is an Equal Opportunity Employer and provides equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law.

If you require a reasonable accommodation during the application process, submit a request.